If you received an invite code, do not rush to find an input box. It is not a separate entry. Once you open the invite link, it is bound automatically. The logic of OKX private copy trading is: you do not find the entry; the entry finds you.
Step 1: Get the invite link and click it
Private copy trading is not like entering a referral code on some page. After the lead trader creates an invite link, all you need to do is click that link directly.
What to do: Ask the lead trader to send you the invite link, then open it on your phone or computer. If you open it in the app, it will jump to the copy trading settings page. If you use the web version, it will guide you to log in to your OKX account.
Done when: A copy trading settings window pops up, instead of a message saying the link is invalid or page not found. Seeing the settings window means the link has been accepted.
Step 2: Configure copy parameters in the pop-up
After opening the link, the system will ask you to set copy trading parameters. This is where you actually need to enter information.
What to do: Set the copy amount, leverage multiple, copy mode, and other parameters.
How to do it: In the pop-up, fill in the amount you want to invest, whether to enable futures copy trading, take-profit and stop-loss ratios, and other settings. Each field usually has a note next to it, so fill it in according to your own risk tolerance.
Done when: All required fields are completed, you click confirm or start copy trading, and the page shows that copy trading has started successfully. That means you are now following this private strategy.
Step 3: Confirm you are on board
How to do it: Go to [Trade] → [Copy Trading Square] → [My Copy Trading], and check the list of strategies you are following. If the strategy you just added appears in the running list, it means you are successfully bound.
Done when: You can see the lead trader's name, copy amount, and current profit or loss status in the list.
Common failure reason: link says invitation expired after clicking
The lead trader may have set a limit on the number of invitees when creating the link. Once it is full, no one else can join. Or the link may have an expiration time and becomes invalid after that. If this happens, ask the lead trader to generate a new link.
Risk note: private copy profit share may be higher than public copy
Public copy trading has a fixed profit share of 10%, but private copy trading profit share is set by the lead trader and can reach 30% to 50%. When you click the link and configure parameters, the profit share ratio will be clearly shown. Read it carefully before you confirm. After starting copy trading, the profit share ratio will not change until you stop copying.
How to verify the operation is complete
Go to [Copy Trading] → [My Copy Trading], find the strategy, and check whether its status is running. If it shows running and the profit share ratio matches what the lead trader told you, then you are successfully on board. If it still shows pending confirmation or the status has not changed, go back and check whether the copy parameters were filled in completely.
